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OPEN-SV Mentor’s Breakfast Event with Imran Jaffer, Chief Wealth Strategist - Founder & CEO Total Wealth Solutions

  • 2 Mar 2024
  • 10:00 AM
  • Fremont, CA
  • 4

Registration

About Imran Jaffer:

Imran Jaffer is an experienced advisor for over 20 years guiding clients toward their goals capital growth-preservation-income. Featured in Top 100 people Finance Magazine. An inspiring entrepreneur and a visionary. His expertise are implementation of New Age Investment themes with AI/ Fintech Integration to stay ahead of the curve. He has been a valuable resource, a great benefit to the community for over 20 years.

Topic: Embracing the Future: Exploring New Age of Investing Themes

In the ever-evolving landscape of investments, traditional strategies are making way for innovative opportunities that define the new age of investing. These emerging investment themes harness cutting-edge technologies, changing demographics, and shifting consumer behaviors to create pathways to financial success. This educational interactive session gives you access to his new age innovative ideas, and strategies in the field of philanthropy, portfolio construction/analysis with focus on capital growth, income, asset protection, optimal tax strategies, Multi generation legacy, business set up and exit planning and more.


Click here for Imran Jaffer BIO

Seize this chance to gain clarity in this era of rapidly changing financial environment that are reshaping the investment landscape: RSVP.




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